+72.8%
AA vs PAYC
+1,229.9%
-1,157.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.7% | +1.6% | -1.1% |
| 7D | -0.7% | -2.9% | +2.2% | +0.1% |
| 30D | +5.0% | +32.8% | -27.8% | -3.8% |
| 3M | -35.8% | +69.3% | -105.1% | -45.6% |
| 6M | -18.4% | +74.0% | -92.4% | -32.1% |
| YTD | -5.5% | +46.4% | -51.9% | -17.8% |
| 1Y | +61.0% | +4.2% | +56.8% | +54.2% |
| 3Y | +66.2% | -19.7% | +86.0% | +63.5% |
| 5Y | +11.4% | -52.0% | +63.4% | +22.9% |
| 10Y | +116.9% | +356.9% | -240.0% | +47.4% |
| All | +72.8% | +1,229.9% | -1,157.0% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling